Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.3B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,220
New
Increased
Reduced
Closed

Top Buys

1
+$360M
2
+$357M
3
+$265M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$253M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$247M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.64%
2 Financials 4.54%
3 Technology 2.95%
4 Healthcare 2.04%
5 Industrials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$160K ﹤0.01%
+6,528
752
$160K ﹤0.01%
+1,106
753
$160K ﹤0.01%
+3,289
754
$159K ﹤0.01%
+3,851
755
$159K ﹤0.01%
+3,674
756
$157K ﹤0.01%
+7,332
757
$157K ﹤0.01%
+2,933
758
$157K ﹤0.01%
+3,389
759
$156K ﹤0.01%
+3,109
760
$156K ﹤0.01%
+4,081
761
$156K ﹤0.01%
+3,517
762
$156K ﹤0.01%
+32,400
763
$156K ﹤0.01%
+4,315
764
$155K ﹤0.01%
+11,381
765
$155K ﹤0.01%
+16,491
766
$155K ﹤0.01%
+2,428
767
$154K ﹤0.01%
+3,746
768
$154K ﹤0.01%
+13,650
769
$153K ﹤0.01%
+915
770
$152K ﹤0.01%
+19,942
771
$152K ﹤0.01%
+990
772
$152K ﹤0.01%
+10,691
773
$151K ﹤0.01%
+913
774
$150K ﹤0.01%
+11,805
775
$150K ﹤0.01%
+15,734
29 30
31
32 33